ASML (ASML) stock dipped as much as 6% on Wednesday as the chip equipment maker’s China segment shrank as a percentage of net system sales, but management pointed to strong sales momentum and raised its full year sales forecast amid AI-driven spending. “Demand for chips is outpacing supply. In response, our customers are accelerating their…
Intel CEO Lip-Bu Tan expressed shock at Huawei’s 100+ top CPU architects, developing alternatives to advanced tools and lithography. He warned China is rapidly closing the semiconductor gap through engineering and infrastructure optimization, even excelling in older tech. Tan also highlighted China’s regulatory speed and the US trailing in open-source AI development, urging immediate action…
China has reportedly built a working prototype of an advanced chip-making machine, defying Western predictions. Former ASML engineers are said to be behind the project, which aims for semiconductor independence. This development, a six-year government initiative, could significantly alter global chip supply chains, challenging ASML’s monopoly on crucial EUV technology. In a high-security Shenzhen laboratory,…
Nieuwsuur Mitchell van de Klundert redacteur Nieuwsuur Mark Schrader verslaggever Nieuwsuur Mitchell van de Klundert redacteur Nieuwsuur Mark Schrader verslaggever Nieuwsuur Last year, ASML sold an essential chip machine part to a military research institute of CETC, one of China’s key defence companies. A Chinese quantum institute was also a customer. This has become clear…
Washington should tighten its export controls by adding inspection staff and plugging loopholes to slow Beijing’s chipmaking advances and curb evasion efforts with support from allies such as the Netherlands and Japan, US lawmakers and experts said on Thursday. Such actions should be deployed, including empowering the Bureau of Industry and Security (BIS) to close…
President and CEO of Dutch computer chip equipment supplier ASML, Christophe Fouquet, speaks as he publishes fourth quarter results, days after chip stocks were shaken by fears that efficiency advances by Chinese AI firm DeepSeek will lead to less spending on advanced chips, in Veldhoven, Netherlands, January 29 2025. REUTERS/Piroschka van de Wouw Source link
Late last month, Chinese President Xi Jinping and US President Donald Trump reached a trade truce in Busan, South Korea, on the sidelines of the Asia-Pacific Economic Cooperation (Apec) summit. Beyond the pre-existing tariffs imposed by the first Trump administration and reinforced by the Biden administration, the current Trump administration will now levy an additional…
Editor’s Note: The following is a slightly abridged version of Noahpinion’s “At least five interesting things: Smart Ideas edition (#71)”, published on November 8. 1. Are we wrong on antitrust? In the 2000s and 2010s, America generally saw slow growth, low levels of business investment, and low business dynamism. We also saw increasing levels of…
Chinese researchers claim to have achieved a key breakthrough in lithography technology in the latest step in the country’s effort to achieve self-sufficiency with advanced chips. A group of scientists from Peking University, along with other collaborators, made a breakthrough in visualising the molecular behaviour of photoresist, a light-sensitive material used in chipmaking, according to…
AMIES Technology, a new Chinese lithography equipment manufacturer that showcased its latest chipmaking products at an industry event in Shenzhen last week, is offering renewed optimism in the nation’s drive to reduce its dependence on Dutch giant ASML. The company presented a wide range of products – including compound-semiconductor lithography machines, laser-annealing systems, advanced inspection…